Penn Mutual Asset Management’s Upwork UPWK Stock Holding History

Penn Mutual Asset Management’s Portfolio UPWK Stock Details UPWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-37,723	Closed	-$403K	–	34
2019 Q4	$403K	Sell	37,723 -21,840	-37%	-$275K	0.32%	20
2019 Q3	$792K	Buy	+59,563	New	+$908K	0.53%	19

Other funds holding UPWK

APG

Andrew P. Goldfarb $102M AUM 9.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Penn Mutual Asset Management's UPWK Position: Q1 2020 in Review

Penn Mutual Asset Management sold out of Upwork (UPWK) in Q1 2020, closing a stake of 37,723 shares — an estimated $403K sold.

Penn Mutual Asset Management first reported a position in UPWK in Q3 2019 and held it in 2 quarters. The position peaked at $792K in Q3 2019. 135 funds tracked by Wall St. Rank hold UPWK as of Q1 2020.

Penn Mutual Asset Management reported no remaining Upwork position as of Q1 2020 after selling out during the quarter.
Penn Mutual Asset Management sold 37,723 Upwork shares in Q1 2020, an estimated $403K.
Penn Mutual Asset Management first reported a position in Upwork in Q3 2019 and held it in 2 quarters.
Penn Mutual Asset Management's Upwork position peaked at $792K in Q3 2019.
135 funds tracked by Wall St. Rank held Upwork as of Q1 2020.

Based on Penn Mutual Asset Management's 13F filing for Q1 2020, filed 14 May 2020.